Wednesday 23 August 2023
SMIC's unspoken mission and Huawei's 5G smartphone chips
As Huawei boldly proclaimed the comeback of its flagship 5G smartphone in early August, rumors about Huawei commissioning China's largest semiconductor foundry SMIC to break through the US export sanctions flared up again. Apparently, SMIC is the most likely source of Huawei's 5G chips, which has to be made by advanced semiconductor processing technologies. What did SMIC not say about its advanced foundry services? How is it coping with the business downcycle, alongside new export controls by the US, Japan, and the Netherlands on semiconductor equipment, to stay competitive?
Tuesday 22 August 2023
Cipia uses computer vision AI to empower driver-monitoring technology
Driver monitoring has become a critical focus of automotive safety systems as distracted driving remains the primary cause of car accidents. Israel-based Cipia develops driver-monitoring systems enabled by computer vision AI. The company has gained a presence in China, poised to scale up in the US and Europe.
Tuesday 22 August 2023
Can AI and EV chip demand salvage semiconductor equipment spending?
A recent survey of 10 semiconductor manufacturing companies by Nikkei showed that their equipment investment in 2023 is likely to decline 16% from a year ago, to US$122 billion. This would be the first annual decline since 2019, and the largest drop in 10 years.
Friday 18 August 2023
Immersion cooling technology on race cars: interview with XING Mobility CEO Royce Hong
Applications such as electric vehicles and energy storage have gradually seen material demands. However, whether the two applications can be operated safely and effectively depends on the battery. Many industry leaders in Taiwan have been investing in those fields or cross-domain developments for many years. Among them, Taiwan startup XING Mobility has not only written a new chapter for battery cooling technology but also successfully found a new breakthrough for Taiwan manufacturers in the international market competition.
Thursday 17 August 2023
Intel foundry ambition hits a rock with Tower acquisition deal falling through
Failing to get approval from Chinese authorities for the US$5.4 billion deal to acquire Tower Semiconductor, Intel CEO Pat Gelsinger had to throw in the towel and call off the plan.
Thursday 17 August 2023
Chinese automakers secure SiC power modules to narrow BYD's lead
Car manufacturers have long been investing in building up their automotive chip supply chain, and the power module sector has been attracting major investment from them. Auto makers in China are trying to secure their access to power modules by collaborating with silicon carbide compound semiconductor (SiC) product providers, so as to catch up with BYD, the electrical automotive giant with the capability of producing batteries and IGBT/SiC key components.
Thursday 17 August 2023
US second-hand semiconductor equipment platform Moov vying for lucrative market
Semiconductor companies have long been trading secondhand semiconductor equipment, but geopolitical tension and government policies have stimulated the demand so significantly that people are seeing a void to fill.
Tuesday 15 August 2023
TSMC caters to AI GPU chip customers to meet market demand
Since ChatGPT ignited a race among competitors to develop their generative AI system in early 2023, the high-computing power demand has pushed up the sales of AI GPUs.
Monday 14 August 2023
Becoming an entrepreneur: insights from industry experts
On July 28th, Friday, at the Company Venture in New York City, the North America Taiwanese Engineering & Science Association (NATEA) NY team hosted a thought-provoking startup talk event, centered around the theme of "Becoming an Entrepreneur". The entrepreneurial journey is often a daring leap from the familiar world of corporate jobs to the uncertain territory of startups. Throughout the talk, industry experts generously shared their invaluable experiences, challenges, and expert advice for those aspiring to make this transformation. Covering a wide array of topics, from finding the right co-founder to understanding the industry and securing venture capital funding, the event provided a treasure trove of insights for budding entrepreneurs.
Thursday 10 August 2023
Green hydrogen is valid green energy source for Taiwan's semiconductor industry, says DIGITIMES Research
As more and more companies participating in the RE100 initiative will use 100% green energy by 2030–2050, green hydrogen is a key option in the long-term global energy transition. In view of the strong growth potential of the global hydrogen industry, Taiwan's semiconductor companies should have long-term plans for utilizing green hydrogen as a source of green energy, said Sabrina Yu, analyst and project manager at DIGITIMES Research.
Wednesday 9 August 2023
Nuclear fusion startup Alpha Ring builds ecosystem in Taiwan to get ahead
Nuclear fusion technology is gaining momentum. Alpha Ring, a startup company that has pioneered electron-catalyzed fusion, originated in the US and is now flourishing in Taiwan, working to establish an ecosystem aimed at harnessing the ultimate energy solution. Their innovative micro-fusion reactor sets them apart from conventional fusion reactors.
Wednesday 9 August 2023
Growth outlook: India continues its rising in the world order
In April 2023, the United Nations declared that India had officially surpassed China in total population, making it the world's most populous country. This milestone has captured global attention, directing a spotlight onto India's market potential.
Monday 7 August 2023
TSMC and Taiwan's raison d'etre: solution provider for the toughest assignments
Having just celebrated the inauguration of its Global R&D Center building in Hsinchu, TSMC has made clear that Taiwan will remain the core hub of its innovation and advanced-node production for at least the next 20 years. However, with the geopolitical power struggle and the trend of regionalization expected to take hold, TSMC and Taiwan must justify their value to the customers who are seeking to diversify production out of Taiwan.
Wednesday 2 August 2023
Taiwan, US, and allies' over-emphasis on advanced node IC manufacturing faces blind spots
There is a big blind spot for Taiwan and all other countries dishing out CHIPS Act subsidies only to advanced-node semiconductor manufacturing capacities: innovations on mature nodes, which are used to produce chips in everyday applications to enable our transportation infrastructure, building temperature controls, automotive controls, and more, continue to receive huge investment in China without limitations.
Wednesday 2 August 2023
An analogy between semiconductor competition and World Baseball Classic
Semiconductor industry is extremely capital-intensive and technology-driven. Those players who hold dominant positions define the market. To illustrate this, I'll use the analogy of "World Baseball Classic."
2023 Supply Chain Summit
DIGITIMES Research Special Report Databases
The rise of top 10 IC design houses in China
Global high-end AI server shipments to soar in 2023, says DIGITIMES Research
In light of Huawei's 5G smartphone launch, US could pose even stricter sanctions, said DIGITIMES Research
Global foundry revenues anticipated to rise for 2024 despite lingering chip demand weakness, says DIGITIMES Research